Personal Finance

Recently I have been working with several of our clients to determine how best to use current assets for retirement income and how best to maximize the after-tax value of their residual estate. When retirement planning starts, the...

On April 4, 2012 The Roberts Nash Advisory Group launched a discretionary pool called the ‘Managed Yield Private Portfolio’ (M.Y. Private Portfolio). We wanted to offer a solution that would use a balanced approach, have a global reach, and focus on...

The Roberts Nash Advisory Group is pleased to share with you an opportunity for your children (between 16 and 22 years of age) to receive a $1,000 scholarship for tuition at their post-secondary institution.
Your children are invited to visit www....

We have attached Highlights of the 2013 Federal Budget as they pertain to the investment industry. These changes impact personal income tax measures, trusts and estates and tightens anti-avoidance measures within the current...

On Wednesday January 16th, 2013 the Roberts Nash Advisory Group hosted Pierre Fournier as part of the London Club’s Speaker Series. This report comes from his team and provides an exceptional overview of the current situation in the United States....

“The merits of the TFSA make it a high-priority investment option” PwC February 28th, 2013
We continue to find Canadian’s who are not completely aware of the importance and benefits of a Tax Free Savings Account. We have, and will...

During January the 30 year US Treasury Bond fell 4.3% (according to Bank of America Merrill Lynch). Remember the Fed is buying bonds in the market. On January 30th Reuters wrote, “The Federal Reserve on Wednesday left in place its...

There is an old saying that the market is moved by fear and greed. Are you the type of investor that would be upset missing a substantial up move (Type G) or are you the type that would be upset being invested in a prolonged down move (...

‘Tis the season for taxes. If you are one that chooses not use the valued services of an accounting professional, the link below may assist with your filing. As a National Bank client, you can take advantage of a 20% discount...

• $7,200 The amount of Grant (CESG) available to every Canadian Resident Child for their post secondary education
• $2,500 The amount of annual contribution in 2007 or later to attract CESG (20%). Ex. A $2500...